Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Sep 16, 2024 • 12 tweets • 3 min read
1/Gonna answer some $envx questions via quick thread vs direct questions.
Yes, I'm aware of the history/drama, but my main interest is in the current landscape in ICT batteries. When the facts change you should change your mind.
2/Enovix, by their own admission, had a window for battery magic and they missed it. I can't take a company or CEO seriously who have pivoted from we are going to redefine consumer batteries to this is not us vs TDK-ATL and CO...it's a big market...5% share is still hundreds of millions $.
Mar 10, 2023 • 14 tweets • 3 min read
Got some dm's on my $asan related tweeting. To be clear was not involved in stock at all until after it reported and even then only small position. So, why all the tweets? Well, because what's transpiring is fascinating to a public markets guy like me.
When $asan went public in Sept of 2020 Moskovitz owned about 35% of the company and the stock closed on its 1st day of trading at a market cap of about $4.3bl. So, about a $1.5bl stake. At its peak a little over a year later that stake was worth just under $10bl.
